WorkMate robots assembling workflow gears and checklists at a workbench
Dispatches · Nº 008 · The checklist

10 jobs to hand to automation first.

The WorkMate team · 8 min read · Updated 11 July 2026

Good first automations happen often, follow rules, and can be checked before anything leaves the building. That puts invoice chasing, inbox triage and booking admin at the top of this list. It keeps pricing decisions off it entirely. Ranked by payoff and safety, with the UK numbers on what each job currently costs you.

1. Chasing invoices

The heavyweight. Late payments cost the UK economy almost £11 billion a year and close around 14,000 businesses annually — 38 a day (DBT/Small Business Commissioner, July 2025), and firms caught by it lose an average of 86 staff-hours a year to chasing money. QuickBooks (2025) puts the average unpaid amount at over £21,000 per affected small business, with about 4 hours a week spent chasing it. Software never gets bored of sending a polite reminder on the right day, which is precisely why that job should stop being yours. The government's new late-payment crackdown caps payment terms at 60 days, so your terms are about to carry more weight in law.

2. Inbox triage

Sorting, not answering. New enquiry, invoice query, supplier note, spam: each one labelled, summarised and queued with a suggested reply waiting for your approval. You read ten summaries instead of eighty emails.

3. Bookings and reminders

Confirmations, reschedules and no-show reminders are pure rules. Every reminder sent is a slot that doesn't quietly die in the diary.

4. First drafts of posts and pages

Drafting is the time sink. Deciding is the job. Social captions, page updates and newsletters arrive as drafts in your voice, and nothing publishes without your nod.

5. Quotes and proposals

Service firms win or lose on response speed. A quote drafted from your price list minutes after the enquiry, checked by you before it goes, beats the competitor who replies on Thursday.

6. Bookkeeping preparation

Sage (2025) estimates financial admin costs small businesses 24 working days a year. Receipts filed, transactions categorised, anything odd flagged for a look. Your accountant gets order instead of a shoebox.

7. Follow-ups on quiet leads

Most leads die of silence rather than rejection. A gentle nudge at day three and day ten, written like you and approved by you, keeps the pipeline honest.

8. Document summaries

Contracts, tenders and policies turned into one-page plain-English notes, with the dates and obligations pulled out. You still read the important ones. Now you know which ones those are.

9. Reports you keep meaning to make

What sold, what it cost, what's overdue, what's booked. One page, every Monday, assembled from the systems you already use. Decisions improve when the numbers show up uninvited.

10. Review responses

Every review answered within a day. Thanks for the kind ones, care for the hard ones, all drafted for your approval. Slow silence is what actually damages a local reputation.

What not to automate

Pricing decisions. Difficult conversations. Anything you'd want a second look at before it left your desk, unless the system gives you that second look by design. One pattern makes all ten jobs safe: draft, review, send — described properly in Monday, planned in one hour.

"Automate the chasing, the sorting and the drafting. Keep the deciding." — The whole checklist in one line

For the bigger picture — adoption numbers, what it costs, how to start — read the plain-English guide to AI automation for UK small businesses, or the local editions for London, Greater Manchester and Berkshire.

Every statistic links to its source: DBT/Small Business Commissioner late-payment research (July 2025), QuickBooks UK Late Payments Report (2025), Sage (2025) and gov.uk. Different surveys measure different populations — figures are attributed individually, never blended.